Luann
Driscoll

Research & Portfolio Management

CRD#2104222
Investment Advisor
in Ft Mitchell, KY

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About this Advisor

Luann Driscoll is a financial advisor working in Ft Mitchell, Kentucky with a total of 12 years of relevant experience. Driscoll is an advisor for Research & Portfolio Management. The advisor has gained experience at Mcw Financial, Inc D/B/A Research & Portfolio Management and American Equity Investment Corp. Driscoll has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Kentucky and Ohio. Research & Portfolio Management is an advisory business that has its headquarters in Ft Mitchell, KY. It administers $105 million in assets under management across its 480 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 480 client accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Research & Portfolio Management offers portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which service is provided. Fee types billed by Research & Portfolio Management likely include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Commissions

Office Location

634 Buttermilk Pike
Ft Mitchell, KY 41017-1302

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Research & Portfolio Management Brokerage Details

Total Assets Under Management

$105,415,736

KY Average: $949,722,027
Total Number of Employees

4

KY Average: 35
Total Number of Accounts

480

KY Average: 1,296
Average Account Size

$219,616

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Luann Driscoll Work History

Luann has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Mcw Financial, Inc D/B/A Research & Portfolio Management

2013 - 2019 (6 years)

American Equity Investment Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luann Driscoll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Research & Portfolio Management

Luann Driscoll
Ft Mitchell, KY
Michael Weber
Ft Mitchell, KY
Michael Weber
Ft Mitchell, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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